US

US

The United States at the Threshold of Central Bank Independence

An economist’s analysis of the confrontation between the U.S. administration and the Federal Reserve, examining institutional risk, judicial pressure, market credibility, and implications for the dollar’s global role.
US

U.S. Economic Report

High U.S. credit card interest rates are exposing structural limits in the consumption-led economy. This report analyzes household stress, financial stability risks, and global spillovers.
Report

An Economic and Strategic Analysis of President Trump’s Greenland Acquisition Proposal

An in-depth economic and geopolitical analysis of President Trump’s Greenland proposal, examining Arctic trade routes, rare earths, China containment, and US strategic power.
China

Trump’s Donroe Doctrine and China’s Belt and Road Initiative

Trump’s Donroe Doctrine and China’s Belt and Road Initiative are not direct rivals but opposing hegemonic models. This analysis explains how risk, power, and global order are being redefined.
Global Economy

Why is the Middle East becoming a core market for Chinese EV makers? Learn how strategy, policy, and demand intersect.

How new US and EU sanctions on Rosneft and Lukoil disrupt oil trade, finance, and downstream energy security.
GOLD

How Will the Dollar’s Dominance Change?

Will the U.S. dollar lose its dominance?This report explains how dollar power is eroding—not collapsing—through Ray Dalio’s Big Cycle, debt, and geopolitics.
Report

Is the United States in Decline?

A Macro Perspective on the U.S. Economy Through Ray Dalio’s “Big Cycle” FrameworkI. IntroductionWhy Does the Strongest E...
GOLD

Global Reserve Currency Outlook

This analysis explores how the U.S. dollar is transforming amid rising fiscal burdens, the weaponization of finance, U.S.–China strategic rivalry, and amplified global liquidity cycles. A must-read for economists and institutional investors.
AI

Taiwan Contingency: Ten Plausible Scenarios

This report outlines ten realistic Taiwan contingency scenarios, explaining how military, cyber, economic, and political pressures could shape a future crisis between China, Taiwan, and the United States.
AI

U.S. AI Semiconductor Policy Shifts from “Blockade” to “Managed Competition”

This report analyzes why U.S. policymakers are shifting from AI chip bans to controlled exports, how China intends to leverage H200 access, and what these changes mean for NVIDIA, data centers, and semiconductor markets.
Russia

Latest Developments in Sanctions on Russia’s Lukoil and Rosneft

Latest updates on sanctions against Lukoil and Rosneft in 2025, including policy changes, market disruptions, energy security risks, and compliance guidance.
Japan

🇺🇸 The U.S. Government Shutdown and the Rising Tide of Public Anxiety

The 2025 U.S. government shutdown has disrupted aviation, delayed public paychecks, and deepened distrust in Washington. This report analyzes how administrative paralysis, airport chaos, and public anxiety could evolve into structural instability — and what it means for investors, policymakers, and America’s global credibility.
Report

Report: The Longest U.S. Government Shutdown — Economic, Institutional, and Global Implications

“When Governance Becomes the Risk Itself”(November 2025 Edition)I. Executive SummaryThe 2025 U.S. federal government shu...